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Reviews for Bridgetown Wealth Management
Add your commentBridgetown Wealth Management
700 NE Multnomah St #820, Portland
Directions Call Website Suggest an Edit700 NE Multnomah St #820, Portland
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We have been working with Logan C. For the past several months to plan for retirement, invest assets and follow a carefully developed and managed plan to get out of debt. We thought we could never get out from under debt or retire but we’ve already made great strides towards both. Logan had also recently taken on my elderly mom as a client, helping her to invest her assets.
Logan came highly recommended by a friend and has proven himself to be smart, compassionate and kind. He makes the time to meet with us monthly on our debt plan. And he’s always available by phone to answer my mom’s many questions. We definitely recommend... read full review
Phil Jasso and his team are excellent to work with. They make everything easy and are always quick to answer questions or meet with us as needed. Phil takes the time to genuinely understand our needs and has been a fantastic partner as we build out our financial plan. Having previously worked with a large investment firm, we immediately noticed the difference in customer service. We highly recommend Phil and Bridgetown Wealth Management.
Phil Jasso has been our financial advisor for nearly ten years and I would highly recommend him to anybody. He's incredibly helpful, friendly and knowledgable and responds quickly to any questions and concerns I might have.